Access Standard Reports
Purpose: To help you understand what fields you need to make available to your custom access level users to view the standard reports you have shared with them.
Do you prefer hands-on learning? Our interactive guides will guide you through different aspects of your BambooHR experience. We have an interactive guide specifically designed to show you where to find your standard reports. You can use the link below to access this guide. All you need to do is modify the "REPLACEME" with your BambooHR subdomain, and you can get started!
https://REPLACEME.bamboohr.com/home?pendo=lEdYzbai28JMAz-18kea5d0-A4o
Standard Reports
All standard reports are available to the Account Owner and Full Admin users by default.
Account Owners and Full Admin users can share standard reports with custom access level users. They can access the shared reports from the My Reports folder, as the screenshot above shows a list of reports that the Account Owner has shared with the specific manager (Advantage, Core, and Pro packages only).
Please note that some of the reports shown apply to specific packages or are add-ons in the software. Please use the links below for more details.
What are the required fields to access each standard report?
Depending on the report that you want to share, custom access level users must have access to the required fields that pertain to that specific report as indicated below for the standard report to be visible.
For example, granting a custom access level user access to the First name, Last name, Hire date, and Status field would only make them eligible to have the Years of Service report shared with them. If you want to share the Birthdays report, the Birth Date field will also need to be accessible to the custom access level user. (Available in Advantage, Core, and Pro packages only.)
Please note that while First Name and Last Name may not always be required fields, it is recommended to grant access to these fields for optimal viewing and sorting in reports.
ACA Benefit History | ACA Monthly Totals | Benefit Summary |
First Name Last Name Employee # At least one ACA Benefit Plan Employment Status: ACA Full Time |
First Name Last Name Employment Status: ACA Full Time |
First Name Last Name At least one benefit plan (A user can only view the plans they have access to.) |
Enrollment Window Election Summary | Benefit Election Changes | Plan Year Election Summary Report |
---|---|---|
Available to Full Admins and Account Owners only. | Available to Full Admins and Account Owners only. | Available to Full Admins and Account Owners only. |
If your benefits broker is not a Full Admin user and needs access to a Benefits Administration report, you can download and export the report as CSV, Excel, or PDF (depending on what options each report offers) and send it to your benefits broker.
Audit Trail | Change History | Missing Data |
Available to Full Admins and Account Owners only. | Available to Full Admins and Account Owners only. | Share and give View/Edit access to fields. |
Point-in-Time | ||
Available to Full Admins and Account Owners only. |
Age Profile | Birthdays | EEO-1 |
First Name Last Name Birth Date |
First Name Last Name Birth Date Status |
Available to Full Admins and Account Owners only. |
EEO Details | Employment Status History | Gender Profile |
First Name Last Name Employee # Gender Ethnicity Job Title EEO Category |
First Name Last Name Employee # Employment Status: Date Employment Status Employment Status Comments |
First Name Last Name Gender |
Job History | Salary History | Years of Service |
First Name Last Name Employee # Job Information: Date Location Division Department Job Title Reports to |
First Name Last Name Pay Rate Pay Type Overtime Rate |
First Name Last Name Hire Date Status |
Additions & Terminations | Employee Turnover | Headcount |
First Name Last Name Employment Status Employment Status Date Hire Date |
First Name Last Name Termination Reason Termination Type Employment Status Date Employment Status Employment Status Comments Reports to Hire Date Location Birth Date Gender Department Division (If the access level has access to all employees, they can view Performance data as well.) |
First Name Last Name Employment Status Status Hire Date Location Department Job Title |
The following reports automatically shares with a user who has custom access to manage job openings:
Direct Deposit | Federal Withholding | Last Pay Change |
First Name Last Name Employee # Direct Deposit |
First Name Last Name Employee # Federal W-4 Withholding |
First Name Last Name Hire Date Department Job Title Pay Rate Pay Type |
Pay Info Tab Missing Data | Payroll Change | Payroll Deduction Summary |
First Name Last Name Direct Deposit Federal W-4 Withholding State W-4 Withholding |
Click here to see a list of all fields required for access to this report. | Available to Full Admins and Account Owners only. |
Payroll Hours | Payroll Info Checkup | Payroll Update Summary |
Share with any manager or custom access level user. (They can only view the employees they can see timesheets for.) |
Available to Payroll Admins, Full Admins, and Account Owners only. | Available to Payroll Admins, Full Admins, and Account Owners only. |
State Withholding & Unemployment Insurance | ||
First Name Last Name Employee # State W-4 Withholding |
Assessment Progress | Company Performance | Employee Performance | |
Enable Performance and share | Enable Performance and share | Enable Performance and share | |
Employee Wellbeing | Employee Satisfaction (eNPS) | Goal Status | Feedback Status |
Share with any custom access level user. (They can only view the responses based on the filters you set before sharing.) |
Share with any custom access level user. (They can only view the responses based on the filters you set before sharing.) |
First Name Last Name Access to View Goals |
Share with any manager. (They only have access to view their direct or indirect reports.) |
Time Off Balances | Time Off Schedule | Time Off Used |
First Name Last Name All Time Off Categories Employment Status |
First Name Last Name All Time Off Categories |
First Name Last Name All Time Off Categories |
Approved Hours | Project Hours | Timesheet Entries |
---|---|---|
First Name Last Name Share with any custom access level user. |
First Name Last Name Share with any custom access level user. (They can only view the employees they have access to see timesheets for.) |
First Name Last Name Share with any custom access level user. (They can only view the employees they have access to see timesheets for.) |